In January 13th, the three largest indexes of A share went up and down, and the Baijiu plate was dragged down in the afternoon. The index dropped rapidly, and the Shanghai stock index fell by more than 1%. Gem fell more than 1.5% due to the adjustment of track stocks. As of the close, the stock index fell 1.17% to 3555.26 points; The Shenzhen composite index fell 1.96% to 14138.34 points; The gem index fell 1.71% to 3083.14.
List of disk core data
1) the rise / fall ratio of Shanghai and Shenzhen stock markets is about 0.38. There are 81 stocks with an increase of more than 7%, including 30 on the first board and 20 on the second board. The fluctuation of short-term data has increased, and the market sentiment has declined significantly, but the number of the second board has rebounded against the trend.
2) in terms of energy, the total turnover of the two cities was 1.09 trillion yuan, standing at trillion yuan for 10 consecutive trading days.
3) in terms of foreign capital, the net outflow from the north is 585 million yuan, including 1.454 billion yuan from the Shanghai Stock connect and 2.04 billion yuan from the Shenzhen Stock connect.
Market focus
focus stocks: many high-level popular stocks suddenly collapsed and dived in the late trading
1. The traditional Chinese medicine sector continued to cool down, the connection of Kunming Longjin Pharmaceutical Co.Ltd(002750) (002750. SZ) 3 of the core target failed, diving in the end, and the limit of Jinghua Pharmaceutical Group Co.Ltd(002349) (002349. SZ) rose.
2. After the continuous strength of covid-19 test, differentiation occurred today. The focus stock Anxi Biology (688075. SH) fell 6.56%, and Andon Health Co.Ltd(002432) (002432. SZ) 3 Lianban hit another record high.
3. The concept of digital currency continued to recover, Beijing Cuiwei Tower Co.Ltd(603123) (603123. SH) dived in the late trading and failed to connect the board. Two connecting plates were recorded in the rear Hyunion Holding Co.Ltd(002537) (002537. SZ).
4. For other high-standard stocks, Hubei Radio & Television Information Network Co.Ltd(000665) (000665. SZ) 5 failed to connect the board, dived in the late market, and the leading pharmaceutical business Shanghai Kaikai Industry Company Limited(600272) (600272. SH) 9 failed to connect the board, resulting in a flash collapse in the late market.
focus plate: Prefabricated dishes, tourist hotels, commercial department stores and digital currency have become the main attack direction of funds.
Stocks in the two cities fell more or less, 3219 stocks fell and only 1241 stocks rose. Among them, 58 were up limit (non ST) and 6 were down limit (non ST).
Prefabricated dishes
After yesterday’s rise in the limit, today’s Prefabricated vegetable concept stocks have made efforts again, and the plate has set off the rise in the limit again. Many stocks such as Zhanjiang Guolian Aquatic Products Co.Ltd(300094) (300094. SZ), Haixin Foods Co.Ltd(002702) (002702. SZ), Springsnow Food Group Co.Ltd(605567) (605567. SH) rose, and Suzhou Weizhixiang Food Co.Ltd(605089) (605089. SH), Zhengzhou Qianweiyangchu Food Co.Ltd(001215) (001215. SZ) followed.
Sealand Securities Co.Ltd(000750) according to the analysis, prefabricated dishes are one of the fastest developing sub industries in the food processing industry in recent five years. At present, the industry is still at the initial stage of penetration and can still accelerate its growth in the future. It is conservatively estimated that the CAGR of the prefabricated vegetable industry will be 15% in the next five years, and the scale will exceed 400 billion yuan by 2026.
Covid-19 test
In recent days, the covid-19 detection plate has been strengthened frequently. Although the plate is differentiated today, the internal performance of the plate is still active. Among them, the core stocks Andon Health Co.Ltd(002432) continued to rise, and the rear Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) (002932. SZ), Changzhou Qianhong Biopharma Co.Ltd(002550) (002550. SZ) rose one after another.
On the news side, the repeated outbreak of covid-19 has increased the demand for covid-19 detection. Among them, the household antigen kit that can realize rapid detection has attracted much market attention because it is more convenient to use. Previously, Andon Health Co.Ltd(002432) gained more than 20 trading limits because of the good news of ihealth covid-19 antigen home self-test OTC kit. In fact, in addition to Andon Health Co.Ltd(002432) , many covid-19 rapid detection reagent products in China have been authorized or listed in the European and American markets.
Digital currency
Boosted by the news of the “14th five year plan” for digital economy development, digital currency concept stocks rose collectively today. Although they rose and fell in the session, they still performed actively. The core stocks Beijing Cuiwei Tower Co.Ltd(603123) exploded at the end of the trading, and the board connection failed. The Hyunion Holding Co.Ltd(002537) in the back recorded two boards, and Synthesis Electronic Technology Co.Ltd(300479) (300479. SZ) and Jc Finance & Tax Interconnect Holdings Ltd(002530) (002530. SZ) rose by the limit.
In terms of news, the State Council issued the “14th five year plan” for the development of digital economy, proposing that by 2025, the digital economy will move towards a comprehensive expansion period, the added value of core industries of digital economy will account for 10% of GDP, the ability of digital innovation to lead development will be greatly improved, and the level of intelligence will be significantly enhanced.
Other trading stocks
According to the industry, other trading stocks are sporadically distributed in e-paper, smart grid, virtual digital human and traditional Chinese medicine.
